Be a Better Advisor (up to 24 Hrs CPE)

​"A session never transformed accountants and partners with this ROI."
​-John Grant, CPA, CFO Outpar

A windfall is unexpected profit from a surprising source. Mark's breakthroughs make you the surprising source of profit. Gain rapid results with the research-based, practice-proven Windfall Series. Some earn CPE! Mark no longer pays for national registry.

​Business Innovation

Find $100,000+ in one meeting. Look closely at 25 financial levers neglected, pivot products or operational constraints. Mark led the largest-ever study of award-winning innovation that became a New York Times bestseller. More importantly, 200 finance pros helped design a fast windfall start.

Your Guide to Innovate Financial Windfalls

Revenue Growth

Grow revenue fast. Check 30 levers of sales growth and put more to work for you. Mark worked with hundreds of top salespeople who achieved 30 percent growth vs. the status quo's 5 percent to author an Amazon #1 bestseller. Clients follow eight prospect needs to revenue windfalls.

Your Guide to Revenue Windfall

---

Leadership Strategy  

Create a clear destination with a path. Engage your teams in a vivid vision, motivational mission, team objectives and individual goals. Upgrade five areas of strategy to escape corporate fog. Mark led a study of leaders in 13 GDPs (every continent) whose clarity created strategy windfalls.

Your Guide to Upgrade Strategy!    

Leading People

Mark shares his work with iconic leaders. Dr. Brad Parkinson led creation of GPS. Marty Cooper led the invention of cell phones. Jehan Sedat led Womens’ rights in Egypt and Herb Kelleher co-founded the unparalleled Southwest. Apply practices from 100 more leadership windfalls.

Your Example of Leading Today's Workforce.

 

 

Zoom Follow-Up for Assignments

Mark's 24 CPE hours come in sessions, ranging from 1-6 hours each plus an equal time for exercises (depending on purchase). Completion of each exercise is required for this CPE. See restrictions.

Pick a date and a venue and let's go!

Watch Video>
​
​ Talk to Mark>

Personal Coaching for CPE>

Group-Live CPE Details (via Zoom/GTM during Covid-19)

Specifications & Requirements
Program level: Basic
Prerequisites: None 
Preparation: None required
Delivery method: Group live sessions
Windfall Series CPE credits: Up to 24 hrs.

Session Fields of Study & CPE Hrs
Innovation: Business Mgt. & Org. (8 hrs.)
Strategy: Bus. Mgt. & Org. (8 hrs.)
Growth: Communication & Mktg. (8 hrs.)

Registration, Payment, and Complaints
​Click buttons above to register or call Annika at 801-652-3393 for more billing information. On-time and full attendance is required for full CPE. Fees apply to held seats, so no-show, early departures, or late arrivals do not receive refunds. Payment or billing information must be received before participation with full payment before CPE is submitted. Refunds need cancellation and confirmation by us 72-hours before event. For info. about policies, complaints, or refunds, call Mark 801-652-3393.

Accreditation Information
Windfall Series by Windfall Partners is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

Course Outline

See Workshop navigation options for detailed program descriptions.